ShareFile Integrations

Name: Zapier
Availability: InStock

Put ShareFile to work with AI and enterprise-grade automation

Automate smarter with ShareFile and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Dropbox

File Management & Storage

Salesforce

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

PandaDoc

Documents

Jotform

Forms & Surveys

Docusign

Signatures

Amazon S3

Amazon, File Management & Storage

Wealthbox CRM

CRM (Customer Relationship Management)

Quickbase

App Builder

Dropbox

File Management & Storage

Salesforce

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

PandaDoc

Documents

Jotform

Forms & Surveys

Docusign

Signatures

Dropbox

File Management & Storage

Salesforce

CRM (Customer Relationship Management)

Microsoft Outlook

Calendar, Email, Microsoft

PandaDoc

Documents

Jotform

Forms & Surveys

Docusign

Signatures

Amazon S3

Amazon, File Management & Storage

Wealthbox CRM

CRM (Customer Relationship Management)

Quickbase

App Builder

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Upload new Jotform submissions as files to ShareFile
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Jotform + ShareFile
Create folders in ShareFile for new Jotform submissions
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Jotform + ShareFile
Upload new Dropbox files to ShareFile
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Dropbox + ShareFile
Upload new ShareFile files to OneDrive
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ShareFile + OneDrive
Create folders in ShareFile for new person contacts in Karbon
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Karbon + ShareFile
Add new rows in Glide when new files appear in ShareFile
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ShareFile + Glide

Upload new Jotform submissions as files to ShareFile

Details

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Jotform + ShareFile

Create folders in ShareFile for new Jotform submissions

Details

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Jotform + ShareFile

Upload new Dropbox files to ShareFile

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Dropbox + ShareFile

Upload new ShareFile files to OneDrive

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ShareFile + OneDrive

Create folders in ShareFile for new person contacts in Karbon

Details

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Karbon + ShareFile

Add new rows in Glide when new files appear in ShareFile

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ShareFile + Glide

Copy new files in ShareFile to Google Drive

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ShareFile + Google Drive

Add new files on ShareFile to Dropbox

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ShareFile + Dropbox

Upload new OneDrive files to ShareFile

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OneDrive + ShareFile

Upload new Gmail attachments to ShareFile [Business Gmail Accounts Only]

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Gmail + ShareFile

Create ShareFile client users from QuickBooks customers

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QuickBooks Online + ShareFile

Copy ShareFile files to Basecamp 2

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ShareFile + Basecamp 2

Copy new files in ShareFile to Google Drive
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ShareFile + Google Drive
Add new files on ShareFile to Dropbox
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ShareFile + Dropbox
Upload new OneDrive files to ShareFile
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OneDrive + ShareFile
Upload new Gmail attachments to ShareFile [Business Gmail Accounts Only]
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Gmail + ShareFile
Create ShareFile client users from QuickBooks customers
Premium
Details
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QuickBooks Online + ShareFile
Copy ShareFile files to Basecamp 2
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ShareFile + Basecamp 2

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- Folder
  Required
- Description
  Required
- Note Name
  Required
Action
Write
- Parent Folder
  Required
- Name
  Required
- Description
Action
Write
- Folder
  Required
- File
  Required
Action
Write

- Folder
  Required
Trigger
Polling
Try It
- Folder
  Required
- URL Name
  Required
- Url
  Required
- Description
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Company
- Password
  Required
- Can Reset Password
  Required
- Can View Settings
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

ShareFile Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About ShareFile

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

HelpHelp

Related categories

Content & Files

ShareFile Integrations

Put ShareFile to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Upload new Jotform submissions as files to ShareFile